Financial Analyst

Job Description:

Job Title: Financial Analyst

The Role

The Financial Analyst will be responsible for supporting the group with the Daily Reserve Computation under SEC Rule 15c3‑3 and the Monthly Net Capital Reporting under SEC Rule 15c3‑1. The role will also support key daily responsibilities, including monitoring critical balance movements, performing reconciliations, and ensuring data completeness and accuracy across regulatory reporting workflows. The analyst will work closely with internal teams to research and resolve exceptions, maintain process documentation, and contribute to ongoing enhancements that strengthen reporting controls and efficiency.

The Expertise and Skills You Bring

• Bachelor’s Degree in Finance, Accounting, or related field required.

• Strategic thinker who can take an end-to-end view of an issue and develop multiple solutions

• Advanced experience with various software applications (Excel, PowerPoint, and Business Objects) and demonstrated aptitude for building financial models for complex processes

• Excellent written and verbal communications skills, including the ability to communicate effectively with business partners at varying levels of the organization

• Knowledge of Microsoft Excel, Word, and Access.

• Demonstrated ability to work in a fast-paced, deadline driven organization with a desire to drive projects to completion

• Flexible, self-motivated individual that will bring energy, enthusiasm, and intellectual curiosity to the role

• Excellent problem-solving skills; prioritizing work, breaking down issues, taking an end-to-end view, and proposing alternative solution.

• Ability to manage and prioritize multiple detailed processes in a time sensitive environment. 

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Our Regulatory Reporting Team is committed to the precise and punctual preparation and submission of diverse financial regulatory reports. These reports are vital for upholding compliance with legal and regulatory obligations and safeguarding the integrity of Fidelity Investments' financial operations. The team collaborates across departments to maintain our stringent reporting expectations and contribute to the firm’s overarching financial and strategic objectives. Join us and become part of a team that strives for excellence in every aspect of financial reporting and compliance. Your contributions will be recognized and valued, making a significant impact on our firm's success and regulatory integrity!

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

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